The Chartist

A brief intro to new followers: - I'm Nick Radge, a 100% systematic investor with over 38 years of experience - 10 year CAGR of 22% - I specialize in momentum trading, trend-following, and disciplined tactical wealth-building strategies. - trying to provide insightful analysis, practical advice, and professional perspectives to navigate the markets effectively. Join me on this journey to achieve your financial goals.

Join The Chartist today to replicate these results >>> thechartist.com.au/membership/

During last night's presentation to the @ATAA_au SIG group, I was asked a question about "juicing up" the returns of the US All-Weather. This is a common question from clients as well. The caveat is that, yes, it can be done BUT, that's NOT what the strategy was initially designed to do. The strategy was designed to provide decent returns (>12%) with low drawdowns (<10%) and low volatility (<10%). However, people being people, want more. So the question was, how? Easy. Replace the growth assets within the US All-Weather portfolio with US Momentum signals, specifically replacing the index ETFs with individual stocks from the US Momentum strategy. Doing so increases returns, drawdown, and volatility. Here's how the two compare side-by-side:

@PappaTrader Zach does a monthly portfolio commentary via our regular newsletter.

@thechartist The new performance graphs are nice (thechartist.com.au/performance/) but a monthly update to those would be a great improvement. Or are performance updates just for subscribers?

Two momentum strategies in the same broader market, US equities, but with different results? The top matrix is the NASDAQ-specific Trade Long-Term portfolio. The lower matrix is the US Momentum portfolio, which focuses on the R-1000 universe. Why the difference? All our strategies use different regime filters to provide an added layer of diversification. As such, the return profiles will differ, even though the underlying strategies are similar.

@drakesmith__ Best book ever

Golfers: "You can't think about outcomes" Here is a way you can practice this: Dr. Bob Rotella talks about this a lot. You are playing for a score but you can't think about outcomes. How do you do this? By committing to your process and having total acceptance. Here is a way you can practice this. Next time you play don't just keep your score, keep a process score. In theory your process score should equal your score for the day. This gamifies your routine, target, post shot routine, etc and is a better score to focus on than how many over or under par you are. Give it a shot. You will notice your focus is different on the course.

@granthawkridge Should be easy in 1st Class dog

This actually makes me sick! Haha

@MichelleSenden Always

@thechartist Bring the vino 🍷 🥂

Karaage chicken is the 💣 ~ I cooked a 'few' 🤭 🐔 In my small kitchen it's always a challenge but worth it... Just trying to work out the heat in the avocado side...🌶 2...4...or hurry up icecream

@ArrowInvestor 👍

@thechartist Only affected by the extent the strategy leans in to CGT discount. If you were never holding anything 12 months anyway not much changes. It’s made short term trading more attractive “relatively” than it was.

If your strategy is to buy and hold a diversified portfolio of direct shares in growth businesses. You are utterly cooked.

If you're keen to take a large leap into systematic trading and be mentored personally by me, then here's the link for more >>>>> thechartist.com.au/trading-system…

Always happy to get these. This one from a mentor client who was charged with manging some funds for his family office: "A couple of months ago, our family office crystallized profits from the portfolio after roughly 13 months, with the systems returning just over 40% during that period. The board presented the idea of crystallizing the profits and I agreed to it, as I felt it was an important step in establishing long-term confidence in the systems and hopefully allow me to continue to manage family office capital indefinitely. Following the crystallization, we restarted again with the principal amount, with the board agreeing to keep the capital in the systems for a minimum of two years. Honestly, none of this would have been possible without the guidance I received from both of you. The combination of learning systematic thinking, RealTest coding, robust process development, and disciplined execution has had a massive impact on me professionally. One thing I’m particularly proud of is that I’ve never overridden the systems, even during difficult drawdowns, and that mindset came directly from what I learned through the mentorship. Just wanted to say thank you both and let you know the impact your guidance has had." - AA

@saketpansari @markminervini Great effort 💥

@nrossett -92% last 5 years... should come good...😁

@thechartist $BAP.ax

$BAP.ax down 48% today. Surprises tend to happen in the direction of the prevailing trend.

I'm doing a quasi presentation/Q&A session for the @ATAA_au Melbourne Quant Traders SIG on May 25th Topic: Using AI for Forensic Analysis and Portfolio Allocation Optimisation Link to event: ataa.asn.au/content.aspx?p…

@granthawkridge Using a 10 stock portfolio, what does that look like?

The market just lost one of its biggest bullish tailwinds... The 20-Day High Breadth Thrust regimes just expired yesterday! Easy money phase over… or breadth about to reload again? 👉 stockmarketmedia.com/2026-05-14/clo…

@drakesmith__ Keeping it slow and maintaining reasonable contact.

@thechartist What was the hardest thing about it for you?

Driver Drill - Temp Town This drill will help you to create awareness in your swing. Full swing driver but you try and fly it 100-150 yards max. If you get quick from the top, or rip it back quickly you are going to feel it and your swing with be thrown off. It is hard to flip it and hit it well when you are swinging this slow. When my driver swing gets a little off this is the first thing I do because I can create awareness around where my swing is breaking down.

@drakesmith__ What app is that?

It’s coming, absolute pillow fight!

Let's eat these badboy enchiladas ~ chicken cheese capsicum 🫑 and onion...more cheese. I made the flatbread myself. Some people ask don't you have fancy cookware. Yeah bro but it's my turn to wash dishes 🤓

Getting some client love after some big gains. Thanks DD!